High inflation in the UK and concerns about the effect of a tight jobs market on wages will likely push the MPC to raise rates to 1.25% by the end of...

We now see UK CPI inflation peaking at 7.5% in April and remaining higher throughout 2022. But inflation should retreat next year, and we see the...

The net economic effect of Omicron – a blow to social consumption but a boost to health output from testing and vaccinations – resulted in only a...

The Levelling Up White Paper contains nothing to cause us to revise our forecasts for the UK’s various nations and regions, let alone the UK as a...

Our population projections for the UK now show it declining from the late 2030s, which will impact demand for real estate. As a result, we have...

This week brought a double whammy of bad news for UK consumers. The energy price cap will rise by 54% in April, with the Chancellor offering an...

Alongside its decision to raise rates by 25bps to 0.5%, the MPC today sent an unmistakeably hawkish message, and we now expect further 25bp hikes in...

Turkey’s unpredictable macro policies could leave the treasury with a sizeable bill stemming from FX-protected lira deposits. The baseline for public...

Yesterday’s unexpected majority win for the Socialist Party paves the way for greater political stability in Portugal. This will simplify the...

After a decade of consistently strong growth, UK labour supply has slumped since the onset of the pandemic and we expect only a partial recovery this...